MYOB EXO BUSINESS NEW FEATURE LIST

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1 MYOB EXO BUSINESS NEW FEATURE LIST

2 New Features Changes to Sales Orders Sales Orders can now be associated with activities, history notes, transactions and documents. These relationships are now displayed on new tabs on the Sales Orders window. History Notes History notes can now be added to Sales Orders. Any notes associated with a Sales Order are displayed on the new History Notes tab on the Sales Order window. Activities Activities can now be associated with Sales Orders. All activities related to an order are displayed on the new Activities tab on the Sales Orders window. A new Order field on the Activity window shows the Sales Order that an activity is associated with, and allows you to associate an existing activity with a Sales Order. Transactions The new Transactions on the Sales Orders window displays any transactions associated with the Sales Order. Documents The new Documents tab on the Sales Orders window behaves the same as the existing Documents tabs on other windows. Document files can be associated with a Sales Order using the standard Documents tab toolbar buttons. As with other windows, you can drag an from Microsoft Outlook onto the Sales Order window and it will be added to the Documents tab automatically. Print Pick Slips Option on Sales Orders A new Picking Slip option is available on the Supply Details tab of the Sales Orders window: If this option is ticked, a picking slip will be printed when the order is supplied. Bin Code on Sales Orders The Sales Order window now displays the bin code for the highlighted stock item at the bottom of the window. Narratives on Supply This release adds the ability to view and edit line narratives on the Supply Details tab when supplying an individual Sales Order.

3 Stock Search Enhancements Several enhancements have been made to the Stock Search window, the window now supports multi-select; users can tick the checkboxes next to multiple stock items, and when Select & Close is clicked, all selected stock items will be added as lines to the parent document (Sales Order, Debtor Invoice, etc.) Ticking the checkbox in the column header selects all displayed stock items. A new Sel Qty column lets users enter a quantity for each stock item before adding them (entering a quantity automatically ticks the item s check box if it isn t already ticked). When a stock item s check box is ticked, the Sel Qty amount defaults to the items suggested quantity, as calculated by the selected search template. (The quantity defaults to 1 if the template does not define a suggested quantity.) Right-clicking on the grid header and selecting save column settings now saves the grid layout separately for each search template; you can have a different layout for each search template and swap between them. Updated Analysis Tabs The graphs on the Analysis tabs of the Debtors, Creditors, Stock and General Ledger windows have been replaced with dashboard widgets. As dashboards, the Analysis tabs can now be customised with whatever layout of widgets you require. Grid, Pivot and Report widgets placed on the new Analysis dashboard tabs can use the relevant parameters (Current Debtor Account, Current Stock Code, etc.) to show the current record. Sales Order Print and Options This release includes changes that simplify the system for users who commonly Sales orders without printing them. A new button is available on the Sales Order window toolbar. Custom Search Fields on Non Accounts This release adds the ability to set up extra search fields for the Non Account search window.

4 Changes to EXO CRM As of this release, all EXO CRM Advantage features are now available in EXO CRM, and a separate EXO CRM Advantage licence is no longer required. EXO CRM Advantage is no longer a separate product. The following features, previously only available in EXO CRM Advantage, are now available from the EXO CRM module. 1. Users can set up pricing and discounting details from within EXO CRM. This includes access to the Discounts/Prices tab on the Debtor Account Details window and access to the Price Change Scheduler, Price Update Utility and Setup Price Policies functions. 2.Users can create a Sales Order directly from EXO CRM, without first having to save it as a quote. 3. Users can edit Sales Orders from within EXO CRM, provided they have the status Not Processed, Quotation, Standing Order or Layby. 4. Users can access the Generate POs button on the Sales Order window to create backto-back Purchase Orders (but cannot create Purchase Orders in any other way). 5. Users can create and edit stock items from within EXO CRM, including One-Off Stock items. 6. Users can create and edit Bills of Materials in EXO CRM. 7. Serial number and batch number searching and tracking functionality is available in EXO CRM. This includes access to the Setup Stock Serial Numbers, Serial Number Tracking and Setup Stock Batch Code functions. 8. Users cannot process Sales Orders, supply stock or raise invoices from EXO CRM. Similarly, users cannot process Bills of Materials. Changes to EXO OnTheGo As of this release, each core Finance, Job Costing and CRM user licence will entitle the client to one licence to EXO OnTheGo at no additional charge. For example, a client with 5 Finance users and 10 CRM users will have 15 EXO OnTheGo licences.

5 Notifications The Business Alerts feature can now be used to send notifications to a mobile device using the EXO OnTheGo mobile app. Serviceable Unit Display Names User-defined Display Names can now be configured for a range of labels in Serviceable Units.

6 Bank Feeds This release introduces the Bank Feeds function, which is included in the EXO Finance module. Bank Feed Rules By default, Bank Feeds attempts to match transactions based on their date and amount. You can set up your own rules for matching transactions or creating new EXO Business transactions based on transactions from bank feeds You can set up rules for matching bank feed transactions to existing EXO Business transactions. The Rule Conditions will be used to find bank feed transactions, then the Action Conditions will be used to find EXO Business transactions to match them to. You can also set up rules to create new EXO Business transactions to match to bank feed transactions. The Rule Conditions will be used to find bank feed transactions, then the Action Conditions will be used to populate the new EXO Business transactions that are created for them. Separate rule types are available for each type of transaction: Debtor, Creditor, Expense, Income or General Ledger. Transaction creation rules have a Manual option if this option is ticked, the rule won t be used to create transactions automatically; instead it will be an available option when creating transactions manually on the main Bank Feeds window. Extra Fields on Works Orders Extra Fields can now be set up for Works Order headers. Creditors Payment Processor Sort Order This release adds the ability to process transactions from the Creditors Payment Processor in order of Account Number, Account Name or Alpha Code a new Sort By: dropdown is available on the Creditors Payment Processor window. Updates to Document Management Document Drag and Drop EXO Business now supports dragging and dropping any document file onto a record s Documents tab, in the same way that s could be drag-and-dropped in previous versions. Dragging a file gives the option to save a link to the document, or to save the document to the database, then opens the Document Manager window where information about the document can be entered. All records that have a Documents tab support drag-and-drop, including the new Documents tabs on Purchase Orders and Creditor Invoices (see below). Source Documents on Creditors Invoices This release adds the ability to attach documents to Creditor Invoices. A new Documents tab is available on the Creditor Invoice Entry window; you can add a document by dragging the file onto this tab, as in other tabs.